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National Grid
NGG

451 hedge funds and large institutions have $2.6B invested in National Grid in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $5.94M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

6% more funds holding

Funds holding: 427 → 451 (+24)

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$96.4M)

0.03% more ownership

Funds ownership: 1.06% → 1.09% (+0.03%)

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
175
Reduced
124
Closed
36
Calls
$39.3M
Puts
$5.94M
Net Calls
+$33.3M
Net Calls Change
-$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$84.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.8M
5
Goldman Sachs
Goldman Sachs
New York
+$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.04M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
EFH
Eaton Financial Holdings
Florida
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
376
GPS Wealth Strategies Group
Colorado
$17K – – –
POIA
377
Pin Oak Investment Advisors
Texas
$16K – – –
GWP
378
Gen-Wealth Partners
Michigan
$15.2K +$15K +237 New
ST
379
Smithfield Trust
Pennsylvania
$15K +$3.1K +49 +25%
CNBTD
380
Citizens National Bank Trust Department
Mississippi
$14.9K – – –
AA
381
Ancora Advisors
Ohio
$13.6K – – –
SIS
382
Sound Income Strategies
Florida
$13.5K – – –
GJIA
383
Glass Jacobson Investment Advisors
Maryland
$12.6K – – –
SAM
384
Smartleaf Asset Management
Massachusetts
$12.5K +$1.71K +27 +16%
CAM
385
Creekmur Asset Management
Illinois
$12.2K -$16.6K -263 -58%
HPC
386
HM Payson & Co
Maine
$11.9K – – –
Jones Financial Companies
387
Jones Financial Companies
Missouri
$11.7K +$7.21K +114 +165%
CA
388
CoreCap Advisors
Michigan
$10.3K +$10.1K +160 New
WIA
389
Wetzel Investment Advisors
Indiana
$10.1K – – –
ADL
390
Asset Dedication LLC
California
$10K – – –
HWA
391
HHM Wealth Advisors
Tennessee
$9.76K – – –
CFD
392
Creative Financial Designs
Indiana
$8.73K – – –
BWL
393
Bogart Wealth LLC
Virginia
$8.32K – – –
BTI
394
Blue Trust Inc
Georgia
$8.26K -$75.2K -1,189 -90%
FMP
395
Financial Management Professionals
Texas
$8K +$1.26K +20 +18%
GKIM
396
GW&K Investment Management
Massachusetts
$8K +$2.09K +33 +34%
IGWM
397
ICA Group Wealth Management
Colorado
$7.71K – – –
AWM
398
Activest Wealth Management
Florida
$7.68K – – –
OSNBOA
399
Old Second National Bank of Aurora
Illinois
$7.57K – – –
PWA
400
Provenance Wealth Advisors
Florida
$7.5K – – –
14 15
16
17 18

NGG Hedge Fund Activity: Q1 2024 in Review

451 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Grid (NGG) for Q1 2024, worth a combined $2.6B — up 3.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NGG positions and 36 closed out — a net gain of 28 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $84.8M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 451 institutional investors held National Grid (NGG) as of Q1 2024, up from 427 in Q4 2023.
  • Funds reported $2.6B of National Grid stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 64 funds opened new National Grid positions in Q1 2024 and 36 closed out, a net change of +28 holders.
  • The largest National Grid buyer in Q1 2024 was Capital International Investors, an estimated $84.8M added.
  • The largest National Grid seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.